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20 results found

  1. Report Templates - Livestock trading statement

    102 votes

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    submitted  ·  9 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Babs Bright commented  · 

    At present Xero is not user friendly for our farming clients

    Babs Bright supported this idea  · 

  2. Reports - Add quantity column to reports

    224 votes

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    16 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Babs Bright commented  · 

    I agree

    Babs Bright supported this idea  · 

  3. NZ Tax - List view of all open Client Tax Returns

    28 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Babs Bright commented  · 

    I agree

    Babs Bright supported this idea  · 

  4. NZ Tax - Ability to import settlor information to IR6

    27 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Babs Bright commented  · 

    I agree

    Babs Bright supported this idea  · 

  5. NZ Tax - Ability to identify payment plan with IR

    29 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Babs Bright commented  · 

    I agree

    Babs Bright supported this idea  · 

  6. Xero Tax (NZ) | Allocation of Provisional Tax Payments

    32 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Babs Bright commented  · 

    I agree

    Babs Bright supported this idea  · 

  7. NZ Tax - IR7 ability to have a group schedule for allocating income and tax credits to partners

    28 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Babs Bright commented  · 

    I agree

    Babs Bright supported this idea  · 

  8. NZ Tax - Check of Overseas Income Jurisdiction codes to identify invalid country code

    57 votes

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    submitted  ·  10 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Babs Bright commented  · 

    I agree

    Babs Bright supported this idea  · 

  9. Practice Manager - Highlight/banner for notes

    151 votes

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    13 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Babs Bright supported this idea  · 

  10. Practice Manager | Clients - Date of death field for client details

    240 votes

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    submitted  ·  22 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Babs Bright commented  · 

    I agree

    Babs Bright supported this idea  · 

  11. Practice Manager - Audit trail for client history

    234 votes

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    submitted  ·  25 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Babs Bright commented  · 

    important for identifying training areas and reduction of errors

    Babs Bright supported this idea  · 

  12. NZ Tax - Edit payment schedule on tax return

    28 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers  ·  Admin →
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    Babs Bright commented  · 

    need accuracy as per IRD expectation

    Babs Bright supported this idea  · 

  13. Transitional Year

    35 votes

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    3 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Babs Bright commented  · 

    Need to be able to give client accurate information as per IRD calculations

    Babs Bright supported this idea  · 

  14. Summarised Consolidated Tax Position

    35 votes

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    2 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Babs Bright commented  · 

    in house time saver and easy check for potential changes such as refund transfers

    Babs Bright supported this idea  · 

  15. Not able to transfer refunds to a provisional date that has passed even though the refund is available.

    35 votes

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    1 comment  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Babs Bright commented  · 

    can affect uomi interest calcs

    Babs Bright supported this idea  · 

  16. If provisional tax is unpaid & provisional date has passed then amount due is incorrect

    35 votes

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    1 comment  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Babs Bright commented  · 

    currently inaccurate recording per IRD

    Babs Bright supported this idea  · 

  17. Tax Payments (Notices) generated for Working for Families

    35 votes

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    2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Babs Bright commented  · 

    Client needs to see what and how their claim is calculated

    Babs Bright supported this idea  · 

  18. Run a report on outstanding & mismatched transfers/refunds & be able to export the report

    34 votes

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    2 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Babs Bright commented  · 

    to save time and interruption to workflow

    Babs Bright supported this idea  · 

  19. Improved tracking and matching of Transfers in Tax Statements

    38 votes

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    3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Babs Bright commented  · 

    This has an affect of UOMI interest at times

    Babs Bright supported this idea  · 

  20. XPM notes made in Tax Statements & Payments need indicator & roll forward option

    35 votes

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    2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Babs Bright commented  · 

    need to be able to track adjustments & changes

    Babs Bright supported this idea  ·